On Sunday, Nvidia chief Jensen Huang returned to his forecast for the buildout of AI infrastructure. He told investors the industry is set for $4 trillion in spending. Demand is running well ahead of supply, he said, and Nvidia's growth limit is about supply rather than demand. He predicted Nvidia would see sales growth of 70 percent. He described the start of an AI infrastructure investment supercycle. Huang also backed CoreWeave and Nebius. He rejected claims of round-trip financing. He declared cyber security a front line of AI growth. His comments helped push up South Korean security stocks.
Sources & References
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Jensen Huang: Nvidia's Growth Ceiling Is Supply, Not Demand - AI Infrastructure Investment Supercycle Has Begun - finance.biggo.com
Jensen Huang: Nvidia's Growth Ceiling Is Supply, Not Demand - AI Infrastructure Investment Supercycle Has Begun finance.biggo.com
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Nvidia's Huang rejects circular financing claims as investment scrutiny grows - investingLive
Nvidia's Huang rejects circular financing claims as investment scrutiny grows investingLive
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Jensen Huang forecasts 70% Nvidia revenue growth as AI demand expands - The Daily Star
Jensen Huang forecasts 70% Nvidia revenue growth as AI demand expands The Daily Star
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Jensen Huang Says Cybersecurity Is AI's Next Frontier-South Korea's SAND Lab Hits Daily Limit, Security Stocks Surge - finance.biggo.com
Jensen Huang Says Cybersecurity Is AI's Next Frontier-South Korea's SAND Lab Hits Daily Limit, Security Stocks Surge finance.biggo.com
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Huang touts AI cybersecurity, lifts South Korea security stocks - CHOSUNBIZ - Chosunbiz
Huang touts AI cybersecurity, lifts South Korea security stocks - CHOSUNBIZ Chosunbiz